For Superannuation Funds

The Challenge

Engaging members with their Super is an industry-wide challenge for Super Funds. Many people aren’t interested in their Super and don’t prioritise saving for retirement. It’s easier than ever for people to switch Funds, and some believe they can achieve better returns through SMSF’s.

An effective response for Super Funds is to become a Trusted Advisor for all aspects of retirement planning – not just money.  Our retirement planning resources can help Funds do this.

The Outcomes

Research* shows that when Funds provide our retirement planning resources to their members, their members become more loyal, engaged and feel that their Fund is delivering more value.  Members also become more open to financial advice.

Other important outcomes for Funds include –

  • Positioning at the forefront of emerging trends in member engagement
  • A point of difference in an increasingly competitive market
  • Demonstrating their commitment to member interests and retirement outcomes, and
  • Members that are more ready to make financial decisions.

Some Funds already provide their members with non-financial and lifestyle content about retirement. What we offer is different because it is comprehensive – addressing all the issues. It’s practical, innovative and specifically designed to engage the over 50’s.

Contact us to see the exciting things we’re developing, and to talk about how we can help you engage with your over 50’s members.

*The Online Research Unit (ORU) for Retirement Ready, 2017.

ARTICLES

Retirement NOT Ready

Retirement NOT Ready

How can Funds support members who reach retirement without the balance they expected?
Funding The Future

Funding The Future

We’ve long been encouraged to think about our financial future: budgeting, and setting aside money for medium and long terms goals, as well as for our retirement.
The 3 Risks of Retirement

The 3 Risks of Retirement

Running out of money has always been considered the key risk of retirement. But there are three other risks that are equally significant and can undo our life in retirement.
Retirement. How Will Your Members Land?

Retirement. How Will Your Members Land?

Having enough money will always be a critical part of Retirement Planning. But there are other important issues which will determine how people enter retirement.
Will You Lose the Best Years?

Will You Lose the Best Years?

Most of us look forward to retirement as a season of freedom, rest and recreation after many decades spent in the workforce. Yet once we retire, the reality can be quite different.